The Report Management page provides a list all ad hoc reports that have been built using the Report Builder. To access this page, click the Report Mgmt icon from the Main page.
The following topics are discussed on this page. Use the links to jump to the desired subject:
Facility Reports and Special Custom Reports
To edit the Name, Category, or Where Displayed
To update reports in the Report Builder list
To access the Centriq Reports page
The Reports Management page contains two tabs: Facility Reports and Special Custom Reports. Click the desired tab to view the list of reports for that category.
You can filter the list by category and active status. In the Category field, use the drop down list to select the desired category. For users to see categories, setup is required. See Setting up Report Categories for details.
In the Active field, use the drop list to select the desired status:All: This option displays all reports.
Yes: This option displays only active reports.
No: This option displays only inactive reports.
Pending: This option displays only pending reports. Pending means the report is new or currently being edited.
Use the Show All Reports check box to show all reports or just reports that have the Show on Report management Page option checked in the Edit Details box. When the Show All Reports check box is selected, all reports display. When it is not selected, those that were hidden via the Show on Report Management Page check box do not display.
From the list of reports displayed on the Facility Reports or Special Custom Reports tabs, you can edit the Display Name of the report, edit the Category assigned to a report, and make selections about whether or not the report is displayed on the Reports page and/or the Report Management Page. To edit these details, click the Edit button located to the right of the report name. The Edit window is displayed:
In the Display Name field, enter or edit the desired name to appear on the reports list.
In the Category field, use the drop-down to select the category for this report. For users to see categories, setup is required. See Setting up Report Categories for details.
For the Show on Reports Page option, check or uncheck this box to control whether a report displays on the separate Reports page (the page where published reports display).
For the Show on Report Management Page, check or uncheck this check box to control whether the report will display on the Report Management page, but it works in combination with the Show All Reports check box on the filter bar of each tab on this page. When the Show All Reports check box is selected, all reports display. When it is not selected, those that were hidden via the Show on Report Management Page check box do not display.
For additional details about using the Report Builder to build ad hoc reports, see the Centriq Report Builder User Guide in Learning Depot.
Click Report Builderv1. Microsoft Report Builder is displayed. TIP: If you are using an Firefox or Chrome browser, you will need an add-on to support ClickOnce.
Report Administrators may allow advanced report designers to access and use Report Builder V3. Users with access to Report Builder V3 will see a Report Builder V3 button instead of or in addition to the Report Builder V1 button. All users see only the button(s) they have been assigned permission to use. Contact your Healthland representative for additional details.
Select a data model and add database fields to the report.
Create a filter.
Optional: Set sort and group options.
Generate a test report.
Add a title, logo, and text.
Generate the report and save it.
Close the Report Builder window and click Update Reports to refresh the Centriq Report Management page.
If you have the appropriate permissions and want to add or remove database fields for a saved report, you can use Report Builder to edit it.
Click Report Builderv1.
Browse to the report and click Open. Reports are usually saved to a standard folder named CRB.
Edit the report as needed.
Click File > Save.
View the report.
Close the Report Builder window and click Update Reports to refresh the Centriq Report Builder page.
You can edit the Name, Category and Active status of a report from this page. To open the edit window for the report, click the Edit icon located to the right of it. The edit dialog box is displayed.
In the Display Name field, make the desired changes.
In the Category field, make the desired changes. For users to see categories, setup is required. See Setting up Report Categories for details.
For the Active status, check or uncheck the box as desired. Checking the box activates the report.
Click Save.
If changes have been made in the Report Builder tool, you may need to update the Report Management page. To update this page with changes from the Report Builder tool, click the Update Reports button.
From the Report Management page, you can quickly navigate to the Centriq Reports > Facility Reports page by clicking the Reports Page button. The Centriq Reports: Facility Reports page provides access to the pre-built system reports available in Centriq. To return back to the Report Management page, click the Report Mgmt button located on the Reports page.
For users to see categories, they must have appropriate user role permissions set for each category in User Administration > Master Files > User Roles using the Custom Report Security button. See User Administration Application Help for additional details on applying these settings. Viewing Categories is a 3-step process:
See User Administration Application Help for additional details on applying these settings.